YAEL Skinner signed Ocean REEF Community Association, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ocean REEF Community Association, Inc.'s EIN is 59-1747816.
Download the official 2024 Form 5500 (PDF) for Ocean REEF Community Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ocean REEF Community Association, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $24K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 " | Other securities | — | — | $2.5M | 16.8% | |
| JPMorgan Large Cap Value R6 " | Other securities | — | — | $1.2M | 8.1% | |
| Vanguard 500 Index Fund Admiral Shares " | Common Collective Trusts | — | — | $1.2M | 7.9% | |
| TRANSAMERICA RTRONTRCK(R) 2040 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $948K | 6.4% | |
| TRANSAMERICA RTRONTRCK(R) 2035 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $924K | 6.2% | |
| BlackRock 60/40 Target Allocation Fund Institutional Shares " | Other securities | — | — | $902K | 6.1% | |
| TRANSAMERICA RTRONTRCK(R) 2045 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $712K | 4.8% | |
| TRANSAMERICA RTRONTRCK(R) 2050 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $622K | 4.2% | |
| Janus Henderson Contrarian I " | Mutual Funds | — | — | $582K | 3.9% | |
| Vanguard Growth & Income Adm " | Mutual Funds | — | — | $537K | 3.6% | |
| DFA U.S. Small Cap I " | Mutual Funds | — | — | $519K | 3.5% | |
| American Funds The Bond Fund of America Class R-6 Mutual fund | Mutual Funds | — | — | $518K | 3.5% | |
| BlackRock 80/20 Target Allocation Fund Institutional Shares " | Other securities | — | — | $441K | 3.0% | |
| Transamerica Stable Value Focus Option Guaranteed account | Stable Value | — | — | $389K | 2.6% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $355K | 2.4% | |
| TRANSAMERICA RTRONTRCK(R) 2030 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $340K | 2.3% | |
| TRANSAMERICA RTRONTRCK(R) 2060 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $319K | 2.2% | |
| TRANSAMERICA RTRONTRCK(R) 2055 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $315K | 2.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares " | Common Collective Trusts | — | — | $286K | 1.9% | |
| Vanguard Mid-Cap Index Adm " | Mutual Funds | — | — | $279K | 1.9% | |
| BlackRock 20/80 Target Allocation Fund Institutional Shares " | Other securities | — | — | $206K | 1.4% | |
| BlackRock 40/60 Target Allocation Fund Institutional Shares " | Other securities | — | — | $172K | 1.2% | |
| Vanguard Small-Cap Index Adm " | Mutual Funds | — | — | $172K | 1.2% | |
| TRANSAMERICA RETIREON TRACK(R) 2065 TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $132K | 0.9% | |
| American Funds EuroPacific Growth Fund Class R-6 " | Mutual Funds | — | — | $99K | 0.7% | |
| Cohen & Steers Instl Realty Shares " | Other securities | — | — | $66K | 0.4% | |
| PIMCO International Bond Fund (USD Hedged) Institutional " | Mutual Funds | — | — | $54K | 0.4% | |
| Driehaus Emerging Markets Growth Inv " | Other securities | — | — | $31K | 0.2% | |
| Invesco Gold & Special Minerals Y " | Mutual Funds | — | — | $23K | 0.2% | |
| TRANSAMERICA RTRONTRCK(R) 2025 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| TRANSAMERICA RTRONTRCK(R) 2020 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2638166 |
| — |
| INVESTMENT ADVISORY |
| $29K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | TPA | $10K | — |
